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Amanda Bomfim2023-09-29 12:00:132023-09-18 17:33:27Keep your eye on clients’ appreciated stock–always
Initiatives
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Amanda Bomfim2023-09-29 12:00:132023-09-18 17:33:27Keep your eye on clients’ appreciated stock–always
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Amanda Bomfim2023-09-25 11:00:262023-09-18 16:57:49Relief from catch-up requirements: More money for charitable giving?
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Amanda Bomfim2023-09-25 10:18:052023-09-25 10:18:05Rethinking inherited IRAs
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Amanda Bomfim2023-09-18 16:49:462023-09-18 16:50:01Disaster relief efforts and The Community Foundation’s collaborative role
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Amanda Bomfim2023-08-22 08:22:442023-08-03 18:32:36Helping your clients get organized: Structure is a critical step in multi-generational philanthropy
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Amanda Bomfim2023-08-15 08:23:122023-08-02 17:27:30It’s (always) a great time to review your estate plan and legacy gifts
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Amanda Bomfim2023-08-08 08:13:202023-08-02 17:20:49Like entrepreneurs, philanthropists inspire and innovate through their investments
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Amanda Bomfim2023-08-07 08:28:462023-08-03 18:31:44Legacy giving: A conversation that’s full of opportunity
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Amanda Bomfim2023-08-02 17:10:342023-08-02 17:10:34Making it fun: Tips for teaching children about philanthropyLatest News
Keep your eye on clients’ appreciated stock–alwaysSeptember 29, 2023 - 12:00 pmKeep your eye on clients’ appreciated stock–always Such a difference a year makes–maybe!? By August 2022, markets were down 12% for the year and inflation was up 8.3% year-over-year. Perhaps consequently, but then unknown, annual charitable giving was on its way to a rare (fourth time in 40 years) year-over year decline of some 4% […]
Relief from catch-up requirements: More money for charitable giving?September 25, 2023 - 11:00 amRelief from catch-up requirements: More money for charitable giving? Legislation known as SECURE 2.0 contained a dizzying array of changes to the laws governing retirement plans. Passed at the end of 2022, SECURE 2.0 is 130 pages long; overall, its purpose is to encourage more retirement savings through vehicles like employer-sponsored 401(k) plans. Lately, the […]
